12 One-Liners That Make an Impression With Clients

You have big clients and small clients in terms of asset size. You have clients who became friends and friends who became clients. You have some clients young enough to be the children of older clients. Advisors have traditionally loved scripts. If clients ask questions that take you in a different direction, you can get back on track. Catchy expressions are like little scripts; they get a point across. Most of the time, you are advising clients on financial issues. Sometimes they come to you for personal advice, and this can strengthen the relationship. There are times when they are having a tough day and you want to lighten the mood. Here are 12 expressions, statements, concepts or questions that can make a point, win someone over or earn a smile.